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189
The slide uses a 'call to action' style to advocate for returning to previous management practices.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
286
This is a classic activist investor 'thesis' slide, summarizing the 'why', 'what', and 'how' of the campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
06
Page 6 of a shareholder letter/proposal document.athenahealth, Inc. (ATHN) · Jesse Cohn
Shareholder letter Activist investor Beat · Solution (Provide relief)1 hit
11
Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
13
Page 13 of a shareholder letter.Commvault Systems, Inc. (CVLT) · Jesse Cohn and Jason Genrich
Shareholder letter Activist investor Beat · Solution & Approach1 hit
01
Slide 1
This is a formal shareholder letter serving as an executive summary for an accompanying presentation.Marathon Petroleum Corporation (MPC) · Quentin Koffey
Shareholder letter Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
50
Marathon Petroleum Corporation (MPC)Marathon Petroleum Corporation (MPC) · Elliott Management
Activist deck Activist investor Beat · Solution1 hit
07
This is a text-heavy page from a shareholder letter, likely part of an activist campaign.Toyota Industries Corporation (6201) · Aaron Tai and Gordon Singer
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
01
Slide 1
This is a classic activist investor proxy solicitation letter.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Loop · Cost Of Inaction1 hit
05
The slide uses a quote from a former director to contradict the company's official narrative regarding his resignation.Newell Brands Inc. (NWL) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)1 hit
19
GCP Applied Technologies (GCP)GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
75
Uses a combination of historical data tables and a map-based visual argument to highlight a strategic gap.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
27
The slide uses a testimonial to validate the activist's claim of being collaborative rather than purely adversarial.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
136
Box, Inc. (BOX)Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
106
The slide uses bolded, underlined text to emphasize key negative points about management and the proposed transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
09
This is a screenshot of a social media post/campaign graphic by Streamline 66 (Elliott Investment Management).Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Action1 hit
03
Includes a QR code and proxy solicitation disclaimer.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor 1 hit
33
This is a standard proxy solicitation footer/closing page.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Loop · Before After1 hit
02
This is a screenshot of a social media post (X/Twitter) from the 'Streamline 66' campaign.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
09
This appears to be a screenshot of a campaign website (Streamline66.com) rather than a traditional slide.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · DesireLoop · Pattern Hunter1 hit
12
This is a screenshot of a website interface, not a traditional slide deck page.Phillips 66 (PSX) · John Pike
Regulatory filing Activist investor 1 hit
34
This appears to be a landing page or summary slide from an activist campaign website.Phillips 66 (PSX) · 02_Elliott_Management
Activist deck Activist investor 1 hit
02
This is a screenshot of a YouTube video page, acting as a digital proxy solicitation document.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Attention1 hit
03
Includes headshots of four nominees, specific voting instructions for proposals 2 and 6, and a QR code for voting information.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Closing askLoop · Cost Of Inaction1 hit
34
This is part of the Greenlight Capital proposal to Apple regarding iPrefs.Apple Inc. (AAPL) · David Einhorn
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
137
The slide uses a bulleted list to present a series of financial facts that create a 'dilemma' narrative.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
24
The slide uses a negative trend line to emphasize the share price decline.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
04
This appears to be the final page of a press release or activist investor presentation.PepsiCo (PEP) · Marc Steinberg and Jesse Cohn
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
This is a formal letter from an activist investor (Elliott) to a company board.QEP Resources, Inc. (QEP) · John Pike and Andrew Taylor
Shareholder letter Activist investor Beat · InterestLoop · Logic Chain1 hit
04
AOL, Inc. (AOL)AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit